Things to Know Before You Begin
MetLife uses the form to collect the information needed to process the patient's claim for disability benefits. The opening notes warn that submitting an incomplete form may delay claim processing and ask that the claim number be written on any additional records sent with it. A New York fraud warning appears on the first page, and the full set of state fraud warnings follows on pages 5 and 6.
SECTION 1: Patient/Claimant Information
Enter the claimant's first, middle and last name, date of birth, employer name and MetLife claim number. The claim number ties the statement to the open claim, and Section 4 asks for it again at the top of every page before the form and any supporting records are sent.
SECTION 2: Information About Your Patient's Health
The physician providing treatment for the disabling condition completes this section, and MetLife states the information will be used in deciding the patient's claim. Under About The Diagnosis And Treatment Of Your Patient, give the primary and secondary diagnosis codes with descriptions. Under History Of Your Patient's Condition, enter the first date of treatment for this condition, the most recent office visit and the next scheduled visit.
SECTION 2 continued: pregnancy, hospitalization and treatment
For a pregnancy-related condition, check cesarean, natural birth or not yet delivered and give the actual or expected delivery date. Answer whether the condition is work related, whether you advised the patient to stop working and when, and whether the patient was hospitalized, with facility details. Then list the reported symptoms, your clinical findings with copies of results, the recommended treatment plan, and any performed or anticipated surgery with its CPT-4 code and date.
About Your Patient's Prognosis
State whether you have advised the patient when they can return to work, to their regular occupation or to any other occupation, on what date and with or without restrictions; if not, explain. Then answer whether the patient is at maximum medical improvement, whether they can work 8 or 12 hours a day with standard breaks, how many hours a day they can work if not full-time, and whether they are right- or left-hand dominant.
Physical Restrictions and Limitations
Give your opinion of the hours per day the patient can sit, stand, walk, climb, balance, stoop, kneel, crouch, crawl, reach, handle, finger, use a keyboard and mouse and operate a vehicle or machinery, from no restriction through constantly (more than 5.5 hours), frequently, occasionally or never, marking right, left or bilateral where asked. Rate lifting, carrying, pushing and pulling from sedentary to very heavy, add any other restrictions and state their anticipated duration.
SECTION 3: Physician's Signature and Information
First list any other physicians or specialists you referred the patient to, with their specialty. Then enter your name, address, degree or specialty, office phone and fax, Tax ID and email, with an optional checkbox allowing MetLife Disability to email your office with requests for information about this patient. Sign and date the statement.
SECTION 4
Send all pages of the form and any supporting documents to MetLife Disability by mail or fax, adding the claim number to the top of each page. Section 2 asks that office notes and diagnostic results related to the patient's condition, such as x-ray, lab, EKG or MRI reports, go with the completed form.